Several clients under 1 client portal. For example, One director has 4 Limited companies. I need the director to log in to the portal and be able to see outstanding invoices for all of his companies.

It is very important for us to be able to control how a client pays via the portal. We can choose to let them pay only CC, but we do not have the option for them to pay only ACH. We need this badly. We love the portal and our customers/vendors are enjoying the visibility into their accounts, but we CAN NOT have a customer paying a 100k invoice with a CC. The fees are just too high. So we really need the option to have ACH, but not CC. Please, please, please.

Access to the client portal. It would be nice if there was a way to access the client portal from the client's account overview page on the backend. Add an option or a button from the clients account page that puts you directly in the portal, giving you the ability to jump inside each client's portal, seeing what they see. I think it is important to have full access, since we are the ones creating it anyway.

Sharing the customer specific price list in the client portal could further stream line the process of enq-quote-order process

if invoice and/or portal simply would show the tracking information for each order or invoice then customer can view and track themselves anytime they have question about "where is my order" - which is like ALL THE TIME

Not all organizations using books work in the same type of niche or business, so it would be nice to be able to edit the portal menu names/sections/tittles and even be able to select what sections the client can see. This way you can adapt the portal to better fit your type of business

instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.

I suggest client can access easily on zoho sign and see all their files signup

Need to have this customization after all, it ia the year 2020. We need the ability to add a custom image or logo for the client's profile in the client portal. Possibly we could add their logo,or the customer can add one or change it from the one we chose.It is a bit misleading as you try to click on the profile icon by the company name. This should take you to a place to add a picture of your choice.

Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see

I suggest client can signup themself in Client Portal it's easy and fast.
Client portal it's just a form with all fieled need to make invoice.

I would like the "Staff name" field to be included in the Client portal under project timesheets

When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.

So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.

//i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.

Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.

A simple way to track who is accessing the portal to gauge adoption

For custom portal, allow any portal name as it will be unique to that domain

The menu on the left of the client portal goes in the order of Estimates, Invoices and then Sales Orders ... The process flow is Estimate, Sales Order, Invoices, Payments Made ... You can't invoice before a sales order is sent ...